Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,342
Closed -$167K 487
2025
Q1
$167K Buy
+11,342
New +$167K 0.1% 379
2024
Q4
Sell
-14,423
Closed -$371K 99
2024
Q3
$371K Buy
+14,423
New +$371K 0.21% 212
2024
Q2
Sell
-13,594
Closed -$453K 465
2024
Q1
$453K Buy
+13,594
New +$453K 0.26% 138
2023
Q3
Sell
-6,310
Closed -$262K 454
2023
Q2
$262K Buy
+6,310
New +$262K 0.18% 267